WISDOMTREE DY INTER EQ FD-US DDWM
$46.54
+0.8% 52w: $37.65 – $46.92
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data37.6542.2846.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
143
+12 QoQ
13F value
$1.12B
+11.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DDWM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | Other | 3.7M | $162.3M | 4.9% | +3.9% |
| LPL Financial LLC | Bank broker | 3.2M | $139.7M | 0.0% | +31.9% |
| MORGAN STANLEY | Bank broker | 2.2M | $94.9M | 0.0% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $61.1M | 0.0% | +11.3% |
| Hennion & Walsh Asset Management, Inc. | Other | 1.3M | $58.7M | 2.0% | +5.7% |
| Capital Asset Advisory Services LLC | Wealth advisor | 1.2M | $55.0M | 2.1% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $45.4M | 0.0% | +16.6% |
| SK Wealth Management, LLC | Wealth advisor | 931.9K | $41.7M | 11.6% | -5.9% |
| Cetera Investment Advisers | Wealth advisor | 738.6K | $32.6M | 0.0% | +4.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 700.7K | $30.9M | 0.2% | +9.2% |
| UBS Group AG | Bank broker | 698.7K | $30.8M | 0.0% | +126.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 690.5K | $30.5M | 0.0% | +4.7% |
| Stratos Investment Management, LLC | Wealth advisor | 593.5K | $26.2M | 1.0% | 0.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 525.8K | $23.2M | 0.1% | -10.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 483.3K | $21.3M | 0.0% | +246.6% |
| Lido Advisors, LLC | Wealth advisor | 457.9K | $20.2M | 0.1% | +3.4% |
| Horizon Wealth Management, LLC | Wealth advisor | 445.5K | $19.6M | 2.9% | New |
| Atria Investments, Inc | Wealth advisor | 364.3K | $16.1M | 0.2% | -6.7% |
| Tidemark, LLC | Wealth advisor | 357.9K | $15.8M | 4.0% | -7.5% |
| Choice Wealth Advisors LLC | Wealth advisor | 336.5K | $14.8M | 5.8% | New |
| Impact Capital Partners LLC | Other | 230.8K | $10.2M | 3.1% | +15.3% |
| JANE STREET GROUP, LLC | Market maker | 201.9K | $8.9M | 0.0% | +867.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 201.1K | $8.9M | 0.0% | +12.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 180.3K | $8.0M | 0.1% | New |
| Burns Matteson Capital Management, LLC | Other | 169.9K | $7.5M | 2.9% | +51.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 151.1K | $6.7M | 0.0% | -11.7% |
| Private Advisor Group, LLC | Wealth advisor | 148.4K | $6.5M | 0.0% | +39.6% |
| Mariner, LLC | Diversified mechanical | 144.7K | $6.4M | 0.0% | -4.0% |
| Frazier Financial Advisors, LLC | Wealth advisor | 138.0K | $6.1M | 3.4% | +0.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 110.9K | $4.9M | 0.0% | New |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 98.9K | $4.4M | 2.5% | +0.6% |
| Smartleaf Asset Management LLC | Wealth advisor | 98.7K | $4.2M | 0.2% | +50.0% |
| NBC SECURITIES, INC. | Diversified mechanical | 93.0K | $4.1M | 0.3% | +27.1% |
| VestGen Advisors, LLC | Wealth advisor | 86.7K | $4.0M | 0.1% | +38.2% |
| Simplicity Wealth,LLC | Wealth advisor | 88.1K | $3.9M | 0.2% | +9.8% |
| Occidental Asset Management, LLC | Other | 87.1K | $3.8M | 0.5% | -12.8% |
| Vericrest Private Wealth | Wealth advisor | 83.5K | $3.7M | 3.3% | +13.8% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 81.8K | $3.6M | 2.3% | New |
| Premier Private Wealth Management LLC | Wealth advisor | 79.4K | $3.5M | 3.7% | -10.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 78.1K | $3.4M | 0.0% | +3.9% |
| FLOW TRADERS U.S. LLC | Market maker | 66.7K | $2.9M | 0.1% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 65.5K | $2.9M | 0.1% | +546.2% |
| Trilogy Capital Inc. | Wealth advisor | 62.3K | $2.7M | 0.1% | +67.2% |
| Focus Partners Wealth | Wealth advisor | 61.1K | $2.7M | 0.0% | +0.2% |
| Caprock Group, LLC | Other | 56.6K | $2.5M | 0.1% | +0.3% |
| OPTIMA CAPITAL LLC | Wealth advisor | 53.9K | $2.4M | 1.1% | -3.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 49.0K | $2.2M | 0.0% | +2.7% |
| MOODY NATIONAL BANK TRUST DIVISION | Other | 46.2K | $2.0M | 0.2% | Held |
| Independent Advisor Alliance | Wealth advisor | 45.1K | $2.0M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 44.5K | $2.0M | 0.0% | -4.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.